Page 122 — The Estate Planning Process Page 124 — Overview of the Estate Planning Process Page 130 — The Approach Page 131 — Approach Methods Page 133 — Action Assignment VI-A Page 134 — Fact-Finding Page 135 — The Opening Meeting Page 137 — The Information Gathering Meeting Page 140 — The Estate Analysis Process Page 141 — Preparing a Plan: The Life Insurance Recommendation Page 143 — Action Assignment VI-B Page 144 — The Presentation Meeting Page 149 — Closing the Sale Page 150 — Managing Questions & Concerns in the Close Page 151 — Conduct Periodic Reviews Page 152 — Action Assignment VI-C
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